Alex Cowie

As a provider of asset allocation advice to fund managers and advisors, Brad Matthews provides an expert view of the big picture for each asset class. Weeks before 'Red October', Brad gave Livewire readers an explicit early warning in his wire offering ‘Three reasons to lighten your equity exposure'. Show More

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The opportunity in IRESS. Iress Market Technology's result in February exceeded high expectations however the guidance of 3-5% earnings growth was below market expectations and saw the stock correct 10%. This provides investors with an excellent entry point into a high quality, software technology company with 80% recurring revenue. Its... Show More